Our Research

Unlisted Managed Investment

Unlisted Managed Investments – IIR provides research on unlisted managed investments across a range of asset classes for both retail and wholesale investors. Coverage includes an Initiation Report and annual reviews.

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January 7, 2012

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Core Model Portfolio

This report focuses on the Core Model Portfolio, which comprises a portfolio of approx. 18 to 22 ASX-listed stocks. The portfolio is actively managed and aims to outperform the S&P/ASX 200 Accumulation Index over a rolling three-year period....
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January 7, 2012

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Concentrated Income Model Portfolio

The portfolio is actively managed and aims to outperform the average yield of the S&P/ASX 200 Accumulation Index over a rolling three-year period. The team at eQR Securities have developed a proprietary Risk Management Framework (RMF) that is used as an overlay to the fundamental valuation of the investment universe....
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January 7, 2012

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Concentrated Core Model Portfolio

The portfolio is designed to encompass stocks that are of high quality (primarily top 50) to minimise portfolio risk. The portfolio is suitable for investors seeking a highly concentrated portfolio of ASX-listed stocks with a long-term investment horizon, given the Manager aims to look beyond short-term market dynamics and focus on long-term thematics....
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January 6, 2012

BT Financial Group – Managed Model Portfolio – Defensive

The model portfolio is available to Westpac Banking Corporation (WBC) affiliated advisers, however, while the asset allocation is consistent across all wealth channels the portfolio may differ depending on the constraints of dealer groups Approved Product Lists (APLs)....
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January 6, 2012

BT Financial Group – Managed Model Portfolio – Balanced

The model portfolio is constructed and managed by the Managed Fund and Structured Investments team in the Advice & Private Bank division of BTFG (BTFG Research Team). The model portfolio comprises a selection of managed funds from the High Services List (HSL), a list of approved managed funds constructed and monitored by the BTFG Research team....
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January 4, 2012

Wealth Within Limited – Recommended Rating – www.wealthwithin.com.au/investments/managed-investments/

All investment mandates invest in ASX-listed securities with investment decisions based primarily on technical analysis. The three investment mandates aim to offer a different risk/return profile to cater to individuals differing levels of risk/return expectations. As such, returns will be dependent on the mandate selected and the timing of the investment....
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February 1, 2011

Direct Equity Managed Account – Investment Grade

Individually managed, highly concentrated equity portfolios. Investors have six mandates to select from. All investment mandates invest in securities listed on ASX....
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January 2, 2011

Westpac Bluechip 20 – Recommended Rating

Separately Managed Account providing leveraged exposure to the S&P/ASX 20...
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